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Legacy Advisors’s Penske Automotive Group PAG Stock Holding History

Legacy Advisors’s Portfolio PAG Stock Details PAG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q3 		– Sell
-17
Closed -$1K – 266
2019
Q2 		$1K Hold
17
– – ﹤0.01% 359
2019
Q1 		$1K Buy
+17
New +$753 ﹤0.01% 394
2018
Q4 		– Sell
-17
Closed -$1K – 315
2018
Q3 		$1K Buy
+17
New +$864 ﹤0.01% 449

Other funds holding PAG

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
BAM
Burgundy Asset Management Toronto, Ontario, Canada $10.6B AUM 13.39% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
LCOV
London Company of Virginia Richmond, Virginia $16.2B AUM 17.5% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
FMI
Fiduciary Management Inc Milwaukee, Wisconsin $8.06B AUM 6.78% 1-Year Est. Return
CI Investments Inc
CI Investments Inc Toronto, Ontario, Canada $20.6B AUM 29.22% 1-Year Est. Return
CVA
Ceredex Value Advisors Orlando, Florida $3.18B AUM 35.23% 1-Year Est. Return

Legacy Advisors's PAG Position: Q3 2019 in Review

Legacy Advisors sold out of Penske Automotive Group (PAG) in Q3 2019, closing a stake of 17 shares — an estimated $1K sold.

Legacy Advisors first reported a position in PAG in Q3 2018 and held it in 3 quarters. The position peaked at $1K in Q2 2019. 220 funds tracked by Wall St. Rank hold PAG as of Q3 2019.

  • Legacy Advisors reported no remaining Penske Automotive Group position as of Q3 2019 after selling out during the quarter.
  • Legacy Advisors sold 17 Penske Automotive Group shares in Q3 2019, an estimated $1K.
  • Legacy Advisors first reported a position in Penske Automotive Group in Q3 2018 and held it in 3 quarters.
  • Legacy Advisors's Penske Automotive Group position peaked at $1K in Q2 2019.
  • 220 funds tracked by Wall St. Rank held Penske Automotive Group as of Q3 2019.

Based on Legacy Advisors's 13F filing for Q3 2019, filed 10 Oct 2019.